C2P Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors BALT Holdings History
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Innovator Defined Wealth Shield ETF Holding Summary
As of 2025-03-31, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 793,566.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $24.91 Mil. This investment constitutes 1.97% of their stock portfolio, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors now holds 1.78% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.
The initial trade took place in 2022Q4. And since then C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has made 8 purchases of BALT, at an average price of $29.35, for a total of 868,568.00 shares. In addition, there have been 1 sales at an average price of $30.33 for 75,002.00 shares. Based on historical transaction data and BALT's current price of $32.33, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's estimated gain on his BALT holdings is $2.43 Mil, reflecting a 9.55% gain to date.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors BALT ($32.33) Holding Chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors BALT ($32.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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